JEANETTE SCHIMANSKI
Dargaville,New Zealand
Summary
Results-driven Financial Advisor with extensive experience in developing tailored financial plans and investment strategies that effectively enhance wealth management. Proven expertise in client relationship building, needs assessment, and portfolio management to optimise asset growth while mitigating risk. Established a track record of fostering trust with clients, leading to sustained engagement and the successful achievement of financial objectives. Dedicated to continuous professional development and staying informed on market trends to deliver strategic and informed financial advice.
Overview
20
20
years of professional experience
Work History
Investment Adviser
Forsyth Barr Limited
12.2021 - Current
- Successfully transferring and retaining my client base as part of the Westpac / Forsyth Barr Strategic Partnership initiative
Senior Financial Advisor, Private Wealth and Insurance
Westpac New Zealand Limited
07.2012 - 12.2021
- Building profitable relationships with new clients, and ensuring existing clients were excited and happy to be doing business with the bank
- Working with the team in the bank to coach them on financial/risk products with ongoing sales training to help improve their work outputs
- Enhance staff awareness and appreciation of operational risk matters to enhance the risk management culture at all levels of the assigned area of responsibility
- Giving relevant, personalised, and qualified professional planning, investment and insurance advice to the high value clients
- Giving specialised advice that proves to be rewarding to the client, considers their financial situation and then design strategies to meet their financial needs
- By building long term relationships with referral partners, new and existing customers I was able to grow two different portfolios to three times their size in one year, compared to when they were handed over to me
- Consistently outperformed and met targets while in this role as well as having already reached and outperformed targets for this financial year (2016)
FX, Futures, Equity & Options Dealer
OMFinancial Ltd
07.2008 - 07.2012
- Providing wholesale and/or generic financial adviser services
- Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons
- Entering into or trading on an exchange, in an over-the-counter market or otherwise service
- Trading Equities, Options, Futures and Foreign Exchange
- Servicing of clients in order to provide trading ideas in both domestic and international equity markets, futures and FX markets
- Secondment onto night shift roles where it was necessary to provide expertise in all sections of OMF duties
- Responsible for sole management of equities desk responsibilities including production of morning reports for up to ten weeks during time of staff turnover
- Financial qualifications and regulations met before required, provided coaching and guided other peers into meeting these regulations
Investment Advisor
McDouall Stuart Securities Ltd
12.2006 - 05.2008
- Advising clients on appropriate investments, Retail & Institutional share broking, Telephone trading, Equity and Fixed Interest trading on New Zealand, Australian and International markets
- Investment portfolio construction, Strategic planning for portfolios, On-going monitoring of portfolios
- Trading Equities and Fixed Interest products
- Successfully transferred my client base from Direct Broking, with their approval to McDouall Stuart Securities while maintaining key relationships with those clients and Direct Broking Ltd
- Identified and corrected areas of operational weakness to minimise loss from trading activities
Private Client Advisor
Direct Broking Ltd
12.2004 - 10.2006
- Portfolio Management
- Client Relationship management
- Providing wholesale and/or generic financial adviser services
- Retail & Institutional share broking services
- Trading Equities and Fixed Interest products
- Build a client base from scratch
Education
Masters of Applied Finance -
Diploma in Applied Finance -
Certificate in Applied Finance -
Diploma in Marine Studies -
National Diploma in Business & Computing -
Certificate in Risk Management -
Certificate in Adult Teaching -
Skills
- Developing Strategic Partnerships
- Coaching on financial/risk products
- Enhancing risk management culture
- Strategic Planning Guidance
- Providing specialised financial advice
- Wholesale Financial Advisory
- Investment Portfolio Management
- Equity Trading
- Fixed Income Trading
- Options Trading
- Futures Trading
- Foreign Exchange Trading
- Portfolio Investment Recommendations
- Comprehensive Share Broking Skills
- Client Relationship management
- Investment strategy
- Portfolio management
- Asset allocation
- Wealth management
- Retirement planning
- Insurance planning
References
Available upon request.
Qualifications
Authorised Financial Advisor, NZX Accredited Futures and Options Advisor (2010), NZX Advisor (2005), NZX Diploma, Masters of Applied Finance, Diploma in Applied Finance, Certificate in Applied Finance, Diploma in Marine Studies, National Diploma in Business & Computing, Certificate in Risk Management, Certificate in Adult Teaching
References
References available upon request.
Timeline
Investment Adviser
Forsyth Barr Limited
12.2021 - Current
Senior Financial Advisor, Private Wealth and Insurance
Westpac New Zealand Limited
07.2012 - 12.2021
FX, Futures, Equity & Options Dealer
OMFinancial Ltd
07.2008 - 07.2012
Investment Advisor
McDouall Stuart Securities Ltd
12.2006 - 05.2008
Private Client Advisor
Direct Broking Ltd
12.2004 - 10.2006
Masters of Applied Finance -
Diploma in Applied Finance -
Certificate in Applied Finance -
Diploma in Marine Studies -
National Diploma in Business & Computing -
Certificate in Risk Management -
Certificate in Adult Teaching -
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